Expert Insights to Drive Your Agency’s Success


Whether your agency just migrated to AMS360 or you have been using it for years, conducting a comprehensive assessment of your system configuration can yield immense value. A thorough assessment can help your agency identify areas for improvement, streamline workflows, and enhance data accuracy and integrity. By addressing inefficiencies, you can in turn increase profitability, drive efficiency, and stay up-to-date with industry best practices.

The assessment results can help your agency make more informed business decisions, maximize your AMS360 system’s potential, and prepare for future growth. 

Kite Technology’s AMS360


A consultant will assess the effectiveness of AMS360 utilization and provide an action plan to address your most pressing issues. 

The assessment is conducted in four phases:

Discovery Conversation

A consultant will conduct a conference call with your agency’s leadership and subject-matter experts from your agency to understand:

AMS360 Data and Configuration Deep Dive

The consultant will review your AMS360 database*, audit your transaction activity, and execute various AMS360 system reports* to determine:

* Agency will need to provide a log in with admin access to AMS360

Presentation of Findings and Recommendations

The consultant will conduct a conference call with leaders and invited team members to review findings and recommend next steps. Findings will include a breakdown of both strengths and areas of opportunity across various aspects of your AMS360 implementation, including:

Proposal and Documentation

The recommended next steps will include a detailed proposal outlining a planned approach for deriving the most value the quickest. Depending on findings, recommendations will include a combination of various activities such as configuration changes, workflow design and/or documentation. After the presentation, the agency leadership will be provided with the following deliverables electronically:

Unlock Your Agency’s


We are committed to providing you with the highest level of service and expertise. Our goal is to help you achieve greater efficiency, profitability, and success with your AMS360 system. Contact us today to learn more about our AMS360 Auditing services and how we can help your agency reach its full potential.


How Workflow and User Audits in AMS360 Can Drive Your Agency's Performance

Thursday, July 13 | 2:30 pm ET

Presenter: Michael Trouillon

adam atwell

Adam Atwell

Cloud solutions architect

Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.